AdvancedMD Patient Forms
Patients complete intake on their phone. Your front desk reviews what is about to change and clicks Import. The answers land in AdvancedMD, on both the billing side and the clinical chart. Nobody types intake in twice.
Trusted by AdvancedMD practices nationwideOne submission, both records
The double entry between the PM and clinical sides is the specific problem this solves for AdvancedMD practices.
Send from the chart
Text or email the form, attach it to a reminder, publish it on your website, or use a tablet at the desk. Patients fill it out in a browser.
Answers map to both sides
One submission routes demographics and insurance to the practice management record and clinical answers and documents to the chart.
Import to AdvancedMD
Staff check the proposed changes and click Import. Uploads file with the right AdvancedMD document type already assigned.
What practices say
DashQuill cut our paperwork to near zero. Patient forms now flow directly into our EHR system, saving our team hours each week and streamlining check-ins. Implementation was painless, and within days our forms were auto-uploading.
When our office got very busy during COVID in 2020, DashQuill's patient forms were a lifesaver. They made it easy to speed up our entire intake process, which saved our staff countless hours and helped us keep up with the surge in patients. We still use the same setup today.
DashQuill has streamlined our front-desk intake with an intuitive, all-in-one platform that keeps our team from bouncing between cumbersome technology stacks. Their team is consistently responsive and supportive and the dedicated domains make external sharing of forms simple and professional.
DashQuill cut our paperwork to near zero. Patient forms now flow directly into our EHR system, saving our team hours each week and streamlining check-ins. Implementation was painless, and within days our forms were auto-uploading.
When our office got very busy during COVID in 2020, DashQuill's patient forms were a lifesaver. They made it easy to speed up our entire intake process, which saved our staff countless hours and helped us keep up with the surge in patients. We still use the same setup today.
DashQuill has streamlined our front-desk intake with an intuitive, all-in-one platform that keeps our team from bouncing between cumbersome technology stacks. Their team is consistently responsive and supportive and the dedicated domains make external sharing of forms simple and professional.
DashQuill cut our paperwork to near zero. Patient forms now flow directly into our EHR system, saving our team hours each week and streamlining check-ins. Implementation was painless, and within days our forms were auto-uploading.
When our office got very busy during COVID in 2020, DashQuill's patient forms were a lifesaver. They made it easy to speed up our entire intake process, which saved our staff countless hours and helped us keep up with the surge in patients. We still use the same setup today.
DashQuill has streamlined our front-desk intake with an intuitive, all-in-one platform that keeps our team from bouncing between cumbersome technology stacks. Their team is consistently responsive and supportive and the dedicated domains make external sharing of forms simple and professional.
DashQuill cut our paperwork to near zero. Patient forms now flow directly into our EHR system, saving our team hours each week and streamlining check-ins. Implementation was painless, and within days our forms were auto-uploading.
When our office got very busy during COVID in 2020, DashQuill's patient forms were a lifesaver. They made it easy to speed up our entire intake process, which saved our staff countless hours and helped us keep up with the surge in patients. We still use the same setup today.
DashQuill has streamlined our front-desk intake with an intuitive, all-in-one platform that keeps our team from bouncing between cumbersome technology stacks. Their team is consistently responsive and supportive and the dedicated domains make external sharing of forms simple and professional.
DashQuill cut our paperwork to near zero. Patient forms now flow directly into our EHR system, saving our team hours each week and streamlining check-ins. Implementation was painless, and within days our forms were auto-uploading.
When our office got very busy during COVID in 2020, DashQuill's patient forms were a lifesaver. They made it easy to speed up our entire intake process, which saved our staff countless hours and helped us keep up with the surge in patients. We still use the same setup today.
DashQuill has streamlined our front-desk intake with an intuitive, all-in-one platform that keeps our team from bouncing between cumbersome technology stacks. Their team is consistently responsive and supportive and the dedicated domains make external sharing of forms simple and professional.
DashQuill cut our paperwork to near zero. Patient forms now flow directly into our EHR system, saving our team hours each week and streamlining check-ins. Implementation was painless, and within days our forms were auto-uploading.
When our office got very busy during COVID in 2020, DashQuill's patient forms were a lifesaver. They made it easy to speed up our entire intake process, which saved our staff countless hours and helped us keep up with the surge in patients. We still use the same setup today.
DashQuill has streamlined our front-desk intake with an intuitive, all-in-one platform that keeps our team from bouncing between cumbersome technology stacks. Their team is consistently responsive and supportive and the dedicated domains make external sharing of forms simple and professional.
DashQuill cut our paperwork to near zero. Patient forms now flow directly into our EHR system, saving our team hours each week and streamlining check-ins. Implementation was painless, and within days our forms were auto-uploading.
When our office got very busy during COVID in 2020, DashQuill's patient forms were a lifesaver. They made it easy to speed up our entire intake process, which saved our staff countless hours and helped us keep up with the surge in patients. We still use the same setup today.
DashQuill has streamlined our front-desk intake with an intuitive, all-in-one platform that keeps our team from bouncing between cumbersome technology stacks. Their team is consistently responsive and supportive and the dedicated domains make external sharing of forms simple and professional.
DashQuill has streamlined our front-desk intake with an intuitive, all-in-one platform that keeps our team from bouncing between cumbersome technology stacks. Their team is consistently responsive and supportive and the dedicated domains make external sharing of forms simple and professional.
DashQuill cut our paperwork to near zero. Patient forms now flow directly into our EHR system, saving our team hours each week and streamlining check-ins. Implementation was painless, and within days our forms were auto-uploading.
When our office got very busy during COVID in 2020, DashQuill's patient forms were a lifesaver. They made it easy to speed up our entire intake process, which saved our staff countless hours and helped us keep up with the surge in patients. We still use the same setup today.
DashQuill has streamlined our front-desk intake with an intuitive, all-in-one platform that keeps our team from bouncing between cumbersome technology stacks. Their team is consistently responsive and supportive and the dedicated domains make external sharing of forms simple and professional.
DashQuill cut our paperwork to near zero. Patient forms now flow directly into our EHR system, saving our team hours each week and streamlining check-ins. Implementation was painless, and within days our forms were auto-uploading.
When our office got very busy during COVID in 2020, DashQuill's patient forms were a lifesaver. They made it easy to speed up our entire intake process, which saved our staff countless hours and helped us keep up with the surge in patients. We still use the same setup today.
DashQuill has streamlined our front-desk intake with an intuitive, all-in-one platform that keeps our team from bouncing between cumbersome technology stacks. Their team is consistently responsive and supportive and the dedicated domains make external sharing of forms simple and professional.
DashQuill cut our paperwork to near zero. Patient forms now flow directly into our EHR system, saving our team hours each week and streamlining check-ins. Implementation was painless, and within days our forms were auto-uploading.
When our office got very busy during COVID in 2020, DashQuill's patient forms were a lifesaver. They made it easy to speed up our entire intake process, which saved our staff countless hours and helped us keep up with the surge in patients. We still use the same setup today.
DashQuill has streamlined our front-desk intake with an intuitive, all-in-one platform that keeps our team from bouncing between cumbersome technology stacks. Their team is consistently responsive and supportive and the dedicated domains make external sharing of forms simple and professional.
DashQuill cut our paperwork to near zero. Patient forms now flow directly into our EHR system, saving our team hours each week and streamlining check-ins. Implementation was painless, and within days our forms were auto-uploading.
When our office got very busy during COVID in 2020, DashQuill's patient forms were a lifesaver. They made it easy to speed up our entire intake process, which saved our staff countless hours and helped us keep up with the surge in patients. We still use the same setup today.
DashQuill has streamlined our front-desk intake with an intuitive, all-in-one platform that keeps our team from bouncing between cumbersome technology stacks. Their team is consistently responsive and supportive and the dedicated domains make external sharing of forms simple and professional.
DashQuill cut our paperwork to near zero. Patient forms now flow directly into our EHR system, saving our team hours each week and streamlining check-ins. Implementation was painless, and within days our forms were auto-uploading.
When our office got very busy during COVID in 2020, DashQuill's patient forms were a lifesaver. They made it easy to speed up our entire intake process, which saved our staff countless hours and helped us keep up with the surge in patients. We still use the same setup today.
DashQuill has streamlined our front-desk intake with an intuitive, all-in-one platform that keeps our team from bouncing between cumbersome technology stacks. Their team is consistently responsive and supportive and the dedicated domains make external sharing of forms simple and professional.
DashQuill cut our paperwork to near zero. Patient forms now flow directly into our EHR system, saving our team hours each week and streamlining check-ins. Implementation was painless, and within days our forms were auto-uploading.
When our office got very busy during COVID in 2020, DashQuill's patient forms were a lifesaver. They made it easy to speed up our entire intake process, which saved our staff countless hours and helped us keep up with the surge in patients. We still use the same setup today.
DashQuill has streamlined our front-desk intake with an intuitive, all-in-one platform that keeps our team from bouncing between cumbersome technology stacks. Their team is consistently responsive and supportive and the dedicated domains make external sharing of forms simple and professional.
DashQuill cut our paperwork to near zero. Patient forms now flow directly into our EHR system, saving our team hours each week and streamlining check-ins. Implementation was painless, and within days our forms were auto-uploading.
When our office got very busy during COVID in 2020, DashQuill's patient forms were a lifesaver. They made it easy to speed up our entire intake process, which saved our staff countless hours and helped us keep up with the surge in patients. We still use the same setup today.
Writing to the PM and the EHR from one import
This is the capability that separates AdvancedMD from our other integrations. Insurance and demographics captured at intake reach the practice management side, where they matter for claims, without anyone rekeying them from the clinical chart.
- Write to both the PM and EHR sides of AdvancedMD
- Insurance details captured once and applied where billing needs them
- Demographics and contact information auto-fill
- Emergency contacts added to the chart
Pharmacy and attachments land where they belong
The preferred pharmacy writes into AdvancedMD directly. Every uploaded file is assigned a document type, so it can be found later instead of sitting in an unsorted pile.
- Set the preferred pharmacy on the AdvancedMD chart
- Correct AdvancedMD document type assigned to each upload
- Signed forms, insurance cards and photo ID file to the chart
- Supporting documents from the patient come across too
Your paperwork, minus the clipboard
Practices do not want their forms redesigned. They want them to stop being paper. Existing forms are converted with the wording intact and gain the things paper cannot do.
- Existing forms converted during onboarding, wording and logo kept
- Conditional questions so patients skip what does not apply
- E-signatures and file uploads built in
- Scored assessments such as PHQ-9 calculated automatically
Patient forms in AdvancedMD
What a submission writes into AdvancedMD, including the dual-sided write that is unique to this integration.
| Number | Capability | Status |
|---|---|---|
| One-click import of submission data into the AdvancedMD chart | Included | |
| Write to both the PM and EHR sides of AdvancedMD | Included | |
| Auto-fill demographics in AdvancedMD | Included | |
| Auto-fill contact information in AdvancedMD | Included | |
| Add emergency contacts to the AdvancedMD chart | Included | |
| Add insurance details to the AdvancedMD chart | Included | |
| Set the preferred pharmacy in AdvancedMD | Included | |
| Upload the completed form to the AdvancedMD chart | Included | |
| Upload insurance cards to the AdvancedMD chart | Included | |
| Upload ID and driver's license photos to the AdvancedMD chart | Included | |
| Attach supporting documents to the AdvancedMD chart | Included | |
| Assign the correct AdvancedMD document type to each upload | Included | |
| Import past medical history into AdvancedMD | Coming soon | |
| Update medication lists in AdvancedMD | Coming soon | |
| Update allergies in AdvancedMD | Coming soon |
Questions we get asked first
The things AdvancedMD practices want settled before a demo.
Does one submission really update both the PM and the EHR?
Yes. Among our integrations, this is specific to AdvancedMD. Demographics and insurance reach the practice management side, while clinical answers and documents go to the chart. It all comes from a single import rather than two rounds of entry.
Can a form create a new AdvancedMD patient?
No. The patient has to exist in AdvancedMD before a submission can be imported. Creating a patient from a form is available on Practice Fusion only.
What happens to insurance cards?
The photo uploads to the AdvancedMD chart with the correct document type. The insurance details the patient typed are written as structured fields separately, so you get both the data and the image.
How is this different from an online form we email out?
An emailed form gives you a document to read and retype. This writes into AdvancedMD fields on both sides, so what is left is reviewing the proposed change and clicking Import.
How long does setup take?
Most practices go live within a few days. Existing forms are converted and mapped to AdvancedMD during onboarding. The timeline depends mainly on how many forms you bring across.
Is it HIPAA compliant?
Yes. PHI is encrypted in transit and at rest, access is controlled and logged, and a Business Associate Agreement is signed during onboarding. Our HIPAA compliance page has the detail.
More on DashQuill and AdvancedMD
See one form update both AdvancedMD records
The demo takes fifteen minutes. It is worth it if your staff currently enters intake twice, once per side.